Weflow changelog

Search: See related objects

When searching Weflow, you now not only find the record you are looking for, but also related objects.

Here is an example: Let's say you are searching for the "Billburry Farm" opportunity. Weflow, will not only show you the Billburry Farm opportunity, but also e.g. the contact "John Doe" who works at Billburry Farm. In addition, you'll also see notes and tasks relating to Bilburry Farm.

Note Templates

Save time, apply best practices and share them with others whenever you are writing a note.

Let us know if you have additional questions or feedback around note templates. We'd love to hear your honest opinion.

• You can now create your own note templates
• Use templates to create structured sales call notes
• You can share your templates with others on the same account
• Got a favorite? Pin it to the top and quickly re-use it whenever you want

Comfortable and Compact mode

Switch quickly between a comfortable or more compact cell height in the table pipeline view.

• Hit the button in the top right corner, to increase the height of the cells.
• Per standard, all tables are loaded in the compact mode

Navigate the pipeline with arrow keys

If you find any additional aspects of Weflow, you'd like to control with the keyboard then let us know.

• Click on any field to immediately pop out the input options
• Use the arrow keys to navigate up, down, left or right
• Hit enter, to open an input field
• Hit ESC to close an input field without saving your changes

Drag & drop columns to re-order quickly

Drag columns wherever you want to change the sorting.

It's the fastest and easiest way, to adjust the look and sorting of your pipeline when in the table view.

Field Templates in the Panel

Create your own templates or share them with others on the same account

• With field templates you can create custom field sets that fit your specific needs
• You can also choose to share your templates with other users who are on the same account
• When you share a template, only you can edit it
• However, you can always duplicate a shared template and make it your own

Quick filters for Kanban and Table pipeline

Quick filters allow you to narrow down your pipeline with just a few simple clicks.

Got more ideas for useful quick filters? Let us know.

• We spoke to hundreds of Account Executives to understand which filters they need the most
• Based on their insights, we added different filters for Opportunities, Leads, Contacts and Accounts
• With one simple click, you can filter for Owners, Amount, Last Activity, Status or Stage

Overdue tasks badge in side navigation

Ever wish you'd see today's and overdue tasks more easily? Yeah, we hear you!

That is why you can now find a notification badge next to the task button in the side navigation.

Whenever there is one or multiple tasks overdue (including tasks that are due today), you will see a notification badge with a number count.

Custom filters

Use single conditions or group conditions to perform highly accurate searches

• Combine single conditions or condition groups with all the filters your Salesforce setup allows for
• Choose between AND and OR operators to make granular searches across your entire database of records
• You can use custom filters either in the Kanban or the Table pipeline
• More information can be found in this short support article

Create your own "Field Sets" for the Panel

Create field sets for the panel that fit to your custom needs or a sales methodology such as BANT or MEDDIC.

Search for Records, Notes and Tasks

Use our new global search tool to quickly find records, notes or tasks in your database.

You cannot search for Activities or Emails yet. However, we will add that in the future. Until then, enjoy the Weflow search tool 😃

• Hit the search button and enter your query
• You can search for anything that is a note, task or a record (like a Lead, Opportunity, Account or Contact)
• You can also use the search pop-up to create a new record

Create new records in Weflow

Want to create a new Lead, Opportunity, Contact or Account in Salesforce? You can do that now from within Weflow.

Let us know if you have feedback at hello@getweflow.com

• Hit the "Create" button in the menu
• Choose your preferred record or note or task
• Fill in the required fields
• Add additional details in the Panel (opens automatically after creating the record)

Update Salesforce from your notepad

You can now add and update Salesforce fields and records directly from your notes in Weflow.

Big news today, you can now use your notepad inside Weflow to make updates to any Salesforce field.

This is especially powerful if you are looking to create templates for specific sales methodologies or simply want to combine the note-taking and the pipeline update in one unified view.

By the way: you can also link multiple different Salesforce records to your note and quickly access information about them via the panel.

Introducing: The Panel

You can now access and edit information about any Salesforce record from anywhere in Weflow

We are super proud to introduce the Panel to you. You can access the panel from the top right anywhere in Weflow. There is button that says "Panel" on it.

You can also open the Panel by clicking on any record name. That works with the Table view, Kanban view, any linked Note or linked Task.

As long as it is linked, the Panel can be used to access or edit the Salesforce record.

Kanban view

Ever wished for a super smart Kanban view of your Salesforce pipeline? Well, here it is.

Today, we are releasing our Kanban view to Weflow users. Any view can be turned into a Kanban view. Here are some things you can do:

As with all view, you can decide to pin and save the Kanban view so that it is quickly accessible at all times.

Go give it a try today.

• Add card properties (up to 8 per card)
• Hide and/or add columns
• Change the grouping i.e. by stage, industry, lead source… you name it
• Adjust the calculation of the column (by amount or by a custom field you'd prefer using)

Your pipeline in a table

Quickly pull your pipeline into Weflow as a powerful, flexible table view.

With this table you can:

• Add and/or hide columns like "Amount" or "Next Steps"
• Make updates with in-line editing in seconds
• Use custom filters to search for specific records
• Drag and move columns around, resize the width of columns
• Save your table view and pin it for quick access at any time

Tasks

Create, edit, assign and complete tasks - all in sync with your Salesforce account.

Weflow's new task manager is powerful enough to solve all your task management needs, yet simple enough to keep it structured and easy to use.

Notepad

Create notes, link them to Salesforce records and sync them with just one click.

Gone are the days, where your notes get lost in the data limbo. Use Weflow's original notepad to create your custom notes. With powerful features such as:

You can link notes to any Salesforce record into your account. The note will only be synced to Salesforce if you decide so. You can also make notes "Private" or simply keep them "Unsynced". Either way, they will always be accessible via Weflow.

• Free formatting controls (bold, italic, underlined, h1, h2)
• Create tasks from your notes and assign them to others
• Add images